Frank, Rimerman Advisors LLC
Palo Alto CA · SEC CIK 0001977560
$15.25亿2026Q1 申报市值
590持仓数
38.4%前十大占比 · 第一大 6.5%
37 / 45新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AZN 新建仓+$249.37万
PGR 加仓+$226.01万
BRK/B 加仓+$223.31万
SCHF 新建仓+$200.63万
PAYX 加仓+$195.98万
2026Q1 卖出最多 按季末市值估算
S 清仓-$237.98万
AZN 清仓-$231.37万
BABA 清仓-$204.70万
TDG 减仓-$169.21万
AMZN 减仓-$127.09万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $9,861.52万 | 6.47% | 565,454 | 5,570 | 1.0% | $97.14万 | 加仓 |
| QQQ | INVESCO QQQ TR | $8,499.22万 | 5.57% | 147,254 | -761 | -0.5% | -$43.92万 | 减仓 |
| GOOGL | ALPHABET INC | $7,330.97万 | 4.81% | 254,937 | 2,800 | 1.1% | $80.52万 | 加仓 |
| AAPL | APPLE INC | $7,268.49万 | 4.77% | 286,398 | 4,072 | 1.4% | $103.34万 | 加仓 |
| NFLX | NETFLIX INC. | $5,650.70万 | 3.71% | 587,696 | -812 | -0.1% | -$7.81万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4,765.68万 | 3.13% | 73,280 | -1,652 | -2.2% | -$107.44万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,697.64万 | 3.08% | 126,905 | 4,041 | 3.3% | $149.59万 | 加仓 |
| GOOG | ALPHABET INC | $3,986.77万 | 2.61% | 138,980 | -740 | -0.5% | -$21.23万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $3,370.66万 | 2.21% | 141,851 | 2,537 | 1.8% | $60.28万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3,098.49万 | 2.03% | 96,583 | -926 | -0.9% | -$29.71万 | 减仓 |
| AMZN | AMAZON COM INC | $2,758.14万 | 1.81% | 132,431 | -6,102 | -4.4% | -$127.09万 | 减仓 |
| AVGO | BROADCOM INC | $2,560.64万 | 1.68% | 82,732 | 1,859 | 2.3% | $57.54万 | 加仓 |
| META | META PLATFORMS INC | $2,434.87万 | 1.60% | 42,558 | 3,119 | 7.9% | $178.45万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,877.58万 | 1.23% | 55,558 | 582 | 1.1% | $19.67万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,712.39万 | 1.12% | 58,213 | -148 | -0.3% | -$4.35万 | 减仓 |
| TSLA | TESLA INC | $1,572.46万 | 1.03% | 42,299 | 591 | 1.4% | $21.97万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,173.57万 | 0.77% | 48,011 | 12 | 0.0% | $2,933 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,151.56万 | 0.76% | 179,707 | 328 | 0.2% | $2.10万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,101.13万 | 0.72% | 57,375 | -1,918 | -3.2% | -$36.81万 | 减仓 |
| WMT | WALMART INC | $1,077.02万 | 0.71% | 86,661 | 1,246 | 1.5% | $15.49万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $966.43万 | 0.63% | 28,606 | 2,117 | 8.0% | $71.52万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $955.48万 | 0.63% | 19,939 | 4,660 | 30.5% | $223.31万 | 加仓 |
| LLY | ELI LILLY & CO | $950.49万 | 0.62% | 10,334 | -458 | -4.2% | -$42.13万 | 减仓 |
| — | EXXON MOBIL CORP | $896.09万 | 0.59% | 52,817 | 219 | 0.4% | $3.72万 | 加仓 |
| V | VISA INC | $889.52万 | 0.58% | 29,431 | 256 | 0.9% | $7.74万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $832.12万 | 0.55% | 8,351 | -10 | -0.1% | -$9,964 | 减仓 |
| CSCO | CISCO SYS INC | $809.67万 | 0.53% | 104,353 | 593 | 0.6% | $4.60万 | 加仓 |
| AMAT | APPLIED MATLS INC | $777.54万 | 0.51% | 22,749 | 27 | 0.1% | $9,228 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $775.56万 | 0.51% | 79,659 | 0 | 0.0% | — | 不变 |
| IWC | ISHARES TR | $752.85万 | 0.49% | 47,168 | -1,593 | -3.3% | -$25.43万 | 减仓 |
| ABBV | ABBVIE INC | $750.56万 | 0.49% | 34,510 | 1,340 | 4.0% | $29.14万 | 加仓 |
| CVX | CHEVRON CORPORATION | $736.79万 | 0.48% | 35,611 | 1,837 | 5.4% | $38.01万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $714.30万 | 0.47% | 132,156 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $677.94万 | 0.44% | 13,568 | 36 | 0.3% | $1.80万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $634.55万 | 0.42% | 13,700 | 114 | 0.8% | $5.28万 | 加仓 |
| MS | MORGAN STANLEY | $626.16万 | 0.41% | 38,048 | 45 | 0.1% | $7,406 | 加仓 |
| ACWI | ISHARES TR | $609.56万 | 0.40% | 44,053 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $609.36万 | 0.40% | 41,657 | 2,741 | 7.0% | $40.10万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $591.53万 | 0.39% | 24,404 | 435 | 1.8% | $10.54万 | 加仓 |
| CME | CME GROUP INC | $587.60万 | 0.39% | 19,895 | -14 | -0.1% | -$4,135 | 减仓 |
| ASML | ASML HLDG NV | $586.71万 | 0.38% | 4,442 | 376 | 9.2% | $49.66万 | 加仓 |
| VFH | VANGUARD WORLD FD | $572.96万 | 0.38% | 47,426 | -1,750 | -3.6% | -$21.14万 | 减仓 |
| NRG | NRG ENERGY INC | $564.26万 | 0.37% | 38,611 | 133 | 0.3% | $1.94万 | 加仓 |
| TECK | TECK RESOURCES LTD | $541.96万 | 0.36% | 104,726 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $535.57万 | 0.35% | 26,327 | -4,560 | -14.8% | -$92.76万 | 减仓 |
| GE | GE AEROSPACE | $535.22万 | 0.35% | 18,861 | 3,350 | 21.6% | $95.06万 | 加仓 |
| RACE | FERRARI N V | $518.57万 | 0.34% | 15,322 | 83 | 0.5% | $2.81万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $505.41万 | 0.33% | 30,568 | 13 | 0.0% | $2,149 | 加仓 |
| HD | HOME DEPOT INC | $503.69万 | 0.33% | 15,315 | 171 | 1.1% | $5.62万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $503.16万 | 0.33% | 12,888 | 312 | 2.5% | $12.18万 | 加仓 |
| PFE | PFIZER INC | $491.07万 | 0.32% | 174,884 | 10,872 | 6.6% | $30.53万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $489.26万 | 0.32% | 35,105 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $466.91万 | 0.31% | 61,395 | -8 | -0.0% | -$608 | 减仓 |
| GEV | GE VERNOVA INC | $458.97万 | 0.30% | 5,258 | 112 | 2.2% | $9.78万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $455.92万 | 0.30% | 90,821 | -1,405 | -1.5% | -$7.05万 | 减仓 |
| MRK | MERCK & CO INC | $449.24万 | 0.29% | 37,346 | 2,186 | 6.2% | $26.30万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $443.62万 | 0.29% | 14,666 | -96 | -0.7% | -$2.90万 | 减仓 |
| T | AT&T INC | $442.31万 | 0.29% | 152,572 | -499 | -0.3% | -$1.45万 | 减仓 |
| MO | ALTRIA GROUP INC | $440.71万 | 0.29% | 66,784 | 5,937 | 9.8% | $39.18万 | 加仓 |
| CAT | CATERPILLAR INC | $422.31万 | 0.28% | 5,961 | 570 | 10.6% | $40.38万 | 加仓 |
| VB | VANGUARD INDEX FDS | $415.98万 | 0.27% | 15,882 | -3,088 | -16.3% | -$80.88万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $402.85万 | 0.26% | 3,476 | -1,460 | -29.6% | -$169.21万 | 减仓 |
| PGR | PROGRESSIVE CORP | $401.42万 | 0.26% | 20,249 | 11,401 | 128.9% | $226.01万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $396.64万 | 0.26% | 8,604 | 26 | 0.3% | $1.20万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $389.03万 | 0.26% | 14,377 | 292 | 2.1% | $7.90万 | 加仓 |
| MCD | MCDONALDS CORP | $369.53万 | 0.24% | 11,890 | 235 | 2.0% | $7.30万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $366.30万 | 0.24% | 26,702 | -12 | -0.0% | -$1,646 | 减仓 |
| IVV | ISHARES TR | $365.47万 | 0.24% | 5,595 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $364.94万 | 0.24% | 74,860 | 3,233 | 4.5% | $15.76万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $363.01万 | 0.24% | 36,899 | 165 | 0.4% | $1.62万 | 加仓 |
| IYJ | ISHARES TR | $361.00万 | 0.24% | 24,468 | 0 | 0.0% | — | 不变 |
| ANGL | VANECK ETF TRUST | $360.49万 | 0.24% | 125,518 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $358.99万 | 0.24% | 16,802 | 13 | 0.1% | $2,778 | 加仓 |
| APH | AMPHENOL CORP | $353.74万 | 0.23% | 27,997 | -415 | -1.5% | -$5.24万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $342.81万 | 0.22% | 14,875 | 135 | 0.9% | $3.11万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $341.80万 | 0.22% | 3,818 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $328.35万 | 0.22% | 22,320 | 3,445 | 18.3% | $50.68万 | 加仓 |
| PEP | PEPSICO INC | $326.40万 | 0.21% | 21,019 | 247 | 1.2% | $3.84万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $323.93万 | 0.21% | 6,845 | 44 | 0.6% | $2.08万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $321.52万 | 0.21% | 43,662 | -753 | -1.7% | -$5.55万 | 减仓 |
| PCAR | PACCAR INC | $313.12万 | 0.21% | 27,110 | 11 | 0.0% | $1,271 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $310.32万 | 0.20% | 51,166 | 1,673 | 3.4% | $10.15万 | 加仓 |
| LQD | ISHARES TR | $305.93万 | 0.20% | 28,070 | -916 | -3.2% | -$9.98万 | 减仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $305.33万 | 0.20% | 122,082 | -400 | -0.3% | -$1.00万 | 减仓 |
| IWF | ISHARES TR | $304.53万 | 0.20% | 7,142 | -969 | -11.9% | -$41.32万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $300.61万 | 0.20% | 33,890 | -3,738 | -9.9% | -$33.16万 | 减仓 |
| DOW | DOW HLDGS INC | $298.84万 | 0.20% | 71,750 | 45 | 0.1% | $1,874 | 加仓 |
| UNP | UNION PAC CORP | $295.78万 | 0.19% | 12,191 | 101 | 0.8% | $2.45万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $294.82万 | 0.19% | 38,234 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $288.80万 | 0.19% | 47,205 | 4,633 | 10.9% | $28.34万 | 加仓 |
| WFC | WELLS FARGO & CO | $287.16万 | 0.19% | 36,071 | -1,027 | -2.8% | -$8.18万 | 减仓 |
| VO | VANGUARD INDEX FDS | $279.48万 | 0.18% | 9,732 | 432 | 4.6% | $12.41万 | 加仓 |
| QCOM | QUALCOMM INC | $279.14万 | 0.18% | 21,676 | -1,332 | -5.8% | -$17.15万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $277.99万 | 0.18% | 3,286 | 87 | 2.7% | $7.36万 | 加仓 |
| LIN | LINDE PLC | $277.72万 | 0.18% | 5,602 | 3,048 | 119.3% | $151.11万 | 加仓 |
| DHR | DANAHER CORP DEL | $273.35万 | 0.18% | 14,417 | -698 | -4.6% | -$13.23万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $271.06万 | 0.18% | 37,264 | 116 | 0.3% | $8,438 | 加仓 |
| IWR | ISHARES TR | $269.28万 | 0.18% | 27,695 | 30 | 0.1% | $2,917 | 加仓 |
| ETN | EATON CORP PLC | $266.68万 | 0.17% | 7,456 | -34 | -0.5% | -$1.22万 | 减仓 |
| AMGN | AMGEN INC | $257.27万 | 0.17% | 7,312 | 109 | 1.5% | $3.84万 | 加仓 |